Komori
Matsuoka (3611) · InitiativeAdvanced

Optimization of production sites, reduced dependence on China and expansion in ASEAN

First written in FY2019. 16 of 28 entries say "Advanced", first in FY2022-Q1. Latest entry: 2026-08-07.

28entries
8years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019 – FY2021-Q3AdvancedFY2022-Q1 – FY2022AdvancedFY2023 – 2026-08-072019: 320192020: 420202021: 320212022: 420222023: 420232024: 320242025: 220252026: 52026
Same theme, other companies
Diversification of Global Production Hubs and Local Production for Local ConsumptionA theme 175 companies write about · 1 as a headwind · 185 as a tailwind

102 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 175 companies compared. The sentences above are computed from all 175.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-07AdvancedResults

    「生産面においては、ベトナム、インドネシア及びバングラデシュにおいて、生産ラインの増設や人員の拡充を進めるとともに、技術指導の強化を通じた技能向上に取り組むことで、供給力の拡大を図りました。」

    ASEANを中心とする生産能力拡大の施策が、ベトナム、インドネシア、バングラデシュでのライン増設・人員拡充として継続している。
  2. FY2026AdvancedAnnual report

    「In its garment manufacturing business, the Company maintained solid orders throughout the fiscal year. It promoted a shift in production locations to ASEAN countries and elsewhere, mainly through its plants in Bangladesh, and production expansion progressed as planned.」

    The Company continued shifting production locations to ASEAN countries, and production expansion progressed as planned, particularly in Bangladesh.
  3. FY2026-H1AdvancedAnnual report

    「In addition to the ongoing optimization of production locations and expansion of production capacity, mainly at newly established plants, the Company improved its gross margin as plant utilization and productivity increased.」

    It is stated that the optimization of production locations, capacity expansion mainly at newly established plants, and higher utilization and productivity contributed to an improved gross margin.
  4. FY2025AdvancedAnnual report

    「In its garment manufacturing business, the Company continued shifting production locations from China to ASEAN countries and elsewhere, an area on which it has long focused, and sought to increase production capacity, mainly at its plants in Vietnam and Bangladesh.」

    The Company continued shifting production locations from China to ASEAN countries and elsewhere and increased production capacity, mainly in Vietnam and Bangladesh.
  5. FY2025-H1AdvancedAnnual report

    「Regarding production, the company continued the shift of production locations from China to ASEAN countries and elsewhere, an area on which it had focused for some time, and worked to improve production capacity mainly at new plants in Vietnam and Bangladesh. This expanded production capacity and contributed to higher utilization rates and productivity.」

    The Company continued shifting production to ASEAN countries to optimize production locations and reduce its dependence on China. It is explained that capacity expansion, mainly at newly established plants, contributed to higher utilization and productivity.
  6. FY2024AdvancedAnnual report

    「In addition to promoting the shift of production locations from China to ASEAN countries and elsewhere, an area on which it has long focused, the Company leveraged the strengths unique to its own plants to improve production efficiency and raise profit margins by reducing production losses and implementing appropriate production-line and staffing arrangements based on order volumes, among other measures.」

    The Company continued shifting production locations from China to ASEAN countries and elsewhere and contributed to improved production efficiency and profit margins by reducing production losses and optimizing line and staffing arrangements based on order volumes.
  7. FY2024-Q3AdvancedAnnual report

    「Regarding production, the company continued to promote the shift of production locations from China to ASEAN countries and elsewhere, while expanding production capacity mainly at new plants in Vietnam and Bangladesh. It also contributed to higher production efficiency and profit margins by establishing production lines in line with order volumes and introducing machinery and equipment that contributed to higher productivity and quality.」

    The Company continued shifting production locations from China to ASEAN countries and elsewhere and expanded capacity, mainly at newly established plants in Vietnam and Bangladesh. It is explained that the development of lines and equipment in line with order volumes contributed to improved production efficiency and profit margins.
  8. FY2024-Q2AdvancedAnnual report

    「The Company leveraged the strengths unique to its own plants to improve production efficiency and raise profit margins by reducing production losses and implementing appropriate production-line and staffing arrangements based on order volumes, among other measures.」

    The Company reduced production losses and optimized production-line and staffing arrangements based on order volumes, contributing to improved production efficiency and higher profit margins.
  9. FY2024-Q1AdvancedAnnual report

    「The Company worked to expand production lines at plants newly established by the end of the previous fiscal year, and progress was made in the shift of production locations from China to ASEAN countries and elsewhere, as well as in the expansion of production capacity, areas on which the Company has long focused.」

    Progress was made in shifting production locations from China to ASEAN countries and elsewhere and expanding production capacity, while the Company also worked to expand lines at plants newly established by the end of the previous fiscal year. It is stated that the diversification and optimization of production bases advanced further.
  10. FY2023AdvancedAnnual report

    「Over the 2-year Phase 1 period of its medium-term management plan, Vision 2025, the Group constructed new plants in Vietnam and Bangladesh and promoted a shift in production locations from China to ASEAN countries and elsewhere.」

    It was summarized that, during the 2-year Phase 1 period of Vision 2025, the Company constructed new plants in Vietnam and Bangladesh and shifted production locations from China to ASEAN countries and elsewhere.
  11. FY2023-Q3RestatedAnnual report

    「The Company continued to promote the expansion of its production bases in Vietnam and Bangladesh to further diversify its supply chain (production network), one of its priority initiatives, and to further strengthen its commitment to high-quality manufacturing.」

    The Company continued to expand its bases in Vietnam and Bangladesh to diversify its production network and maintain a quality-focused manufacturing operation.
  12. FY2023-Q2RestatedAnnual report

    「The Company continued to promote the expansion of its production bases in Vietnam and Bangladesh to further diversify its supply chain (production network), one of its priority initiatives, and to further strengthen its commitment to high-quality manufacturing.」

    The Company continued to expand its bases in Vietnam and Bangladesh to diversify its production network and maintain a quality-focused manufacturing operation.
  13. FY2023-Q1RestatedAnnual report

    「In fiscal 2022, the second year of the plan, the Company continued to expand its production bases in Vietnam and Bangladesh to further diversify its supply chain (production network), one of its priority initiatives, and to further strengthen its commitment to high-quality manufacturing.」

    The Company continued to promote the expansion of its bases in Vietnam and Bangladesh in fiscal 2022 to diversify and strengthen its production network.
  14. FY2022AdvancedAnnual report

    「Expanding production capacity to meet the expected recovery in apparel demand, and diversifying and strengthening the supply chain」

    The Company has made concrete the diversification and strengthening of its supply chain and the reduction of geopolitical risk, as priority issues in its medium-term plan, by proceeding with construction of new plants in Vietnam and Bangladesh and developing multiple production bases, particularly in ASEAN countries and elsewhere.
  15. FY2022-Q3AdvancedAnnual report

    「During the cumulative third quarter of the consolidated fiscal year, the Group advanced preparations for construction with the aim of bringing its new plant in Vietnam into operation at an early date. At its production base in Bangladesh, it also began preparations for expanding production lines and constructing a new plant, among other initiatives, pursuing a strategy focused on the next phase of growth.」

    Regarding the diversification and expansion of the production network, preparations began for construction of a new plant in Vietnam, as well as for production-line expansion and construction of a new plant at the Bangladesh base.
  16. FY2022-Q2AdvancedAnnual report

    「The Group also reviewed its production items, seeking to select and concentrate on the appropriate items for each production base and restructure its product mix, among other measures, and further focused on initiatives to restore performance」

    Specific operating measures for optimizing production bases were newly presented, including the selection and concentration of production items and the restructuring of the product mix.
  17. FY2022-Q1AdvancedAnnual report

    「The Group formulated its medium-term management plan, Vision 2025, and launched Phase 1 (period covered: fiscal 2021 to fiscal 2022) to address the COVID-19 environment. During the cumulative first quarter of the consolidated fiscal year, it began expanding its production bases in Vietnam and Bangladesh to further diversify its supply chain (production network), one of the basic strategies for Phase 1, and to further strengthen its commitment to high-quality manufacturing」

    Optimization and diversification of the production network were positioned as a basic strategy for Phase 1 of the new medium-term plan, and expansion of the production bases in Vietnam and Bangladesh began.
  18. FY2021-Q3RestatedAnnual report

    「Regarding production, the Company continued to leverage its globally deployed factory network and focused on maintaining a stable production system in response to the decline in orders resulting from the sharp drop in demand for apparel products during the COVID-19 pandemic.」

    The continued policy of using the global factory network to maintain a stable production system in response to the decline in orders was indicated.
  19. FY2021-Q2RestatedAnnual report

    「Regarding production, the Company worked to establish a flexible production system to respond to the decline in orders resulting from the sharp drop in demand for apparel products during the COVID-19 pandemic and to address customers’ diverse needs flexibly.」

    The policy of establishing a production system capable of responding flexibly to customer needs continued to be disclosed in response to the decline in orders caused by the sharp drop in demand.
  20. FY2021-Q1RestatedAnnual report

    「Regarding production, to address the decline in orders resulting from the sharp drop in demand for apparel products, the Company focused on maintaining and improving appropriate factory utilization while establishing a flexible production system, including adjusting production among factories by leveraging the Group’s global network.」

    In response to the sharp drop in demand for apparel products, the Company indicated a policy of maintaining and improving factory utilization through production adjustments among factories using its global network and a flexible production system.
  21. FY2020RestatedAnnual report

    「While seeking to maintain and improve quality, the Company will pursue higher production volumes, which were 58 million items in the fiscal year ended March 2020, and continue to optimize its production sites.」

    The policy of increasing production volumes, maintaining and improving quality, and optimizing production sites continued. Production volume for the fiscal year ended March 2020 was stated as 58 million items.
  22. FY2020-Q3RestatedAnnual report

    「Regarding production, the Company worked to produce efficiently during the third-quarter consolidated accounting period in response to a sharp increase in orders. It also focused on improving productivity and reducing costs by introducing new equipment to further strengthen and improve the efficiency of its production system, among other measures.」

    The policy of strengthening and improving the efficiency of the production system, introducing new equipment, improving productivity and reducing costs in response to the sharp increase in orders continued to be disclosed.
  23. FY2020-Q2RestatedAnnual report

    「The Company proceeded with adding lines at recently commissioned factories to strengthen its production system, while also introducing new equipment to improve efficiency.」

    Continued efforts to improve the operation of production sites through a stronger and more efficient production system were indicated.
  24. FY2020-Q1RestatedAnnual report

    「Regarding production, the Company proceeded with the introduction of new equipment to strengthen and improve the efficiency of its production system.」

    The policy of strengthening and improving the efficiency of the production system, together with the introduction of new equipment, was reiterated.
  25. FY2019First statedAnnual report

    「While seeking to maintain and improve quality and expand production volumes, which were 62 million items in the fiscal year ended March 2019, the Company regards optimizing its production sites as a management priority and will continue to pursue this optimization.」

    The Company explicitly identified as priorities the expansion of production beyond 62 million items in the fiscal year ended March 2019, maintaining and improving quality, reducing dependence on China, expanding in ASEAN and optimizing production sites, rather than simply adding sites.
Moved together

"Sales and profit results for the third quarter of the 62nd fiscal year" moved the same way as this thread, in the same document, in 17 of its 28 moves.

17161414109★123456
  1. ★This thread
  2. 1Sales and profit results for the third quarter of the 62nd fiscal year17×
  3. 2Expansion of production capacity and production sites, primarily in Vietnam16×
  4. 3Increase in net assets and capital surplus14×
  5. 4Cash flow from operating activities and cash balance14×
  6. 5Disaggregated disclosure of net sales by country of production10×
  7. 6Deteriorating profitability at some factories due to insufficient orders9×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Matsuoka's next results are scheduled for 2026-11-12. Read the earnings preview It last moved in the Results of 2026-08-07: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.